Update Pipedrive Records
Ensure your Pipedrive information is current and precise, eliminating the need for manual data input or programming. With the Update Pipedrive Records Bot, you can effortlessly implement modifications to the Pipedrive record you select, according to the details included in the document.
Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Update Pipedrive Records does
The Bot pre-fills the fields of an existing Pipedrive record with data from a document based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Update Pipedrive Records
Install and configure the Bot when you need to automatically update customer information or order details in a Pipedrive record based on changes in a sales order or contact form.
Export Custom Values to Update Pipedrive Records
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Pipedrive account. Once connected, pick the Pipedrive entity and the related entity (if any). Next, select a starting record by adding search fields. Then, specify what information from the document will be used to update the Pipedrive record.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can range from a specific date, document data, user roles, email, or name. E.g., select a Name field in the contact form and tell the Bot to export data to a Pipedrive Organization record when this field has been filled out.
Get your Pipedrive record updated in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Pipedrive record will be updated with data from the selected document fields.
Try pre-built workflows to experience the Update Pipedrive Records in action
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Learn more
Sales Order
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
New Contact
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Learn more
Other Bots often used with the Update Pipedrive Records
Speed up repetitious tasks with no write code
Implement Update Pipedrive Records Bot
Begin a new Flow and transfer forms or generate documents right in the system to initialize the Bots option. Choose an appropriate software robot from the list.
Set it up
Open up the Bot configuration menu. Complete all the required fields to define general and advanced settings. Don’t forget about determining activation circumstances in order to avoid false activations (you can include several circumstances).
Figure out the way it operates
Execute the workflow and discover the results. Ensure the software robots operate properly. If something doesn’t work, check the Bots log to fix the errors and run your Flow once again.
